Guide to Legal Intake
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Jira is a powerful tool for software or IT teams. But using Jira to manage legal requests and keep track of matters can feel like fitting a square peg into a round hole.
For in-house legal teams, Jira may have been a convenient starting point. But it wasn’t built for legal workflows, triage, or reporting. And as companies grow and the volume of internal legal requests increase, the need for a fit-for-purpose solution becomes more and more clear.
Let’s explore why Jira often falls short for legal request management and discuss better alternatives that are designed specifically to support corporate legal teams.
Why Jira Falls Short for Legal Teams
At first glance, Jira might seem like a flexible solution for tracking legal work as it’s customizable, widely used, and already embedded in many companies. But once you start using it and legal demands start to ramp up, it becomes clear that Jira was never designed with legal in mind.
1. Jira Isn’t Built for Legal Workflows
Jira excels at managing agile development cycles, not legal requests or matters. Legal teams don’t operate in sprints or epics. They deal with ad hoc requests, cross-functional collaboration, and risk-sensitive work that often defies a rigid project structure.
Related Article: Learn more about what legal intake is and why it matters for in-house legal departments.
2. Visibility Is Limited & Fragmented
Without a legal-specific framework, Jira makes it difficult to stay on top of key metrics and spot gaps. Teams struggle to track who’s handling what, how long requests take, and whether high-priority matters are getting the attention they need. And what’s even harder is reporting on legal’s performance or workload which becomes a manual, time-consuming task that must be done in a separate tool or spreadsheet.
3. Customization Requires IT Support
While Jira is technically customizable, tailoring it for legal use often requires dedicated admins or support from IT. That’s time and resources legal teams typically don’t have. And as business needs evolve, keeping Jira aligned becomes a maintenance headache rather than a scalable solution.
💡Pro Tip: Start tracking legal request types and turnaround times early (even if it’s manual). This data builds a strong case for process improvement and helps when advocating for new tools.
Top Alternatives to Jira for Legal Request Management
What tools should legal teams be using instead? Look for software solutions that centralize intake, streamline triage, and provide real-time visibility into workload and performance. Here are some of the top alternatives to Jira that legal teams are turning to:
1. Checkbox
Checkbox is purpose-built for in-house legal teams that need a smarter way to manage requests. With AI-powered intake, custom workflows, and real-time dashboards, Checkbox creates a single source of truth for all legal work.
- Centralized intake and triage with smart forms and AI-powered workflows
- Real-time tracking of matters, deadlines, and ownership
- Custom dashboards to report on volume, turnaround time, and team capacity
- No-code platform that allows legal teams to self-manage without IT
Consider if: Your legal team is growing quickly and needs a scalable, legal-first platform that improves visibility, automates intake, and shows impact without increasing headcount.
2. ServiceNow (Legal Ops Modules)
ServiceNow offers legal modules that can be deeply customized. It’s a robust choice for companies already using the platform extensively but it comes with complexity.
- Enterprise-grade features and security
- Highly customizable (with IT support)
- May require heavy implementation and ongoing admin
Consider if: Your legal team is embedded within an IT-heavy org and needs to align tightly with enterprise-wide systems.
3. Asana or Trello (with Legal Templates)
Tools like Asana and Trello are intuitive and easy to adopt. With the right templates, they can help track basic legal tasks, but they lack the sophistication needed for complex legal workflows.
- Easy to use with minimal setup
- Not built for legal-specific reporting or triage
- Limited ability to scale or capture legal performance metrics
Consider if: Your legal team is early-stage and just needs simple tracking without automation or analytics.
4. Ironclad
Ironclad shines in contract lifecycle management (CLM), making it a strong choice for legal teams that primarily handle high volumes of contracts.
- Strong CLM and workflow tools
- Ideal for legal and procurement alignment
- Limited support for broader legal request types
Consider if: Your biggest legal bottlenecks are around contracts, not general legal intake or matter tracking. Or if you want to integrate it into existing legal intake systems like Checkbox to strengthen CLM.
Feature | Jira | Checkbox | ServiceNow | Asana/Trello | Ironclad |
---|---|---|---|---|---|
Built for Legal Workflows | ❌ | ✅ | ⚠️ | ❌ | ⚠️ |
Centralized Intake | ❌ | ✅ | ✅ | ⚠️ | ⚠️ |
No-Code Customization | ❌ | ✅ | ❌ | ✅ | ❌ |
Real-Time Dashboards | ❌ | ✅ | ✅ | ❌ | ⚠️ |
Best for CLM | ❌ | ⚠️ | ❌ | ❌ | ✅ |
Key Takeaways
While tools like Jira, ServiceNow, and Asana can be adapted for legal work, they weren’t built for it and that gap shows.
Checkbox, on the other hand, is purpose-built for in-house legal teams, combining AI-powered intake, real-time matter tracking, and performance reporting in one scalable platform. It gives legal teams the visibility, control, and efficiency they need to move faster, work smarter, and prove their value to the business.
If you’re ready to centralize your legal operations and take control of legal request management, book a demo with Checkbox today.
Frequently Asked Questions
What features make Checkbox suitable for managing legal requests?
Checkbox offers AI-powered intake, no-code workflow automation, real-time matter tracking, and customizable dashboards that are built to streamline legal request management from end to end. It gives legal teams a single source of truth while enabling them to scale efficiently without IT reliance.
Are there any automation tools tailored for legal teams besides Jira alternatives?
Yes, Checkbox is specifically designed for legal teams, offering automation features like smart intake, dynamic approvals, and self-service workflows. Unlike generic tools, it’s built to align with legal operations and in-house processes.
Why switch from Jira to a legal-specific tool like Checkbox?
Switching to Checkbox eliminates the inefficiencies of adapting Jira for legal work, giving teams a platform purpose-built for legal intake, matter tracking, and performance reporting.
How do real-time legal metrics dashboards improve legal request management?
They provide instant visibility into workload, turnaround times, and request volume, empowering legal teams to make data-driven decisions and demonstrate their value to leadership.
Can support platforms like Zendesk be customized for in-house legal workflows?
Tools like Zendesk can be configured to handle legal tickets, but they lack the nuance and structure needed for legal triage, approval routing, and compliance workflows. Legal teams often outgrow them quickly and turn to platforms like Checkbox for more tailored capabilities.
What’s the best legal request management software for scaling legal teams?
Checkbox is the leading platform for scaling legal teams, offering centralized intake, workflow automation, and real-time insights without the need for complex IT support.